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Average Ratings 0 Ratings
Description
Our approach goes beyond merely installing software; we initiate your training with fundamental Trade Business Processes that empower you to leverage the system for immediate benefits and oversight. Gradually, we enhance your training and skills, facilitating a transition from Trade Promotion Management (TPM) to Trade Promotion Expenses (TPE) for ongoing improvements. With backgrounds as former CPG executives from both large and small manufacturing firms, we have crafted the most extensive and efficient suite of trade systems and services available. You gain the advantage of viewing all deals and deductions for both direct and indirect customers, providing clarity on your trade budget allocations and the returns on those investments. Furthermore, by integrating consumption data, we enable more profound analyses and strategic trade planning. This comprehensive solution centralizes all trade activities for both internal teams and brokers, featuring user-specific approval levels, contracts and commitments tied to each deal, as well as alerts for critical items needing your attention. In doing so, we ensure that you are not only informed but also actively engaged in optimizing your trade processes for sustained success.
Description
Theorem is an all-in-one solution for post-trade processing and data management that enables users to access aggregated reporting, manage trade workflows, and perform matching and affirmation, all through a user-friendly online portal that eliminates the need for local installations or technician assistance. With Theorem, you can seamlessly integrate data from brokers, exchanges, trading platforms, or your own internal systems, tailoring the management process to meet your unique requirements. The platform's lightweight setup allows you to either utilize the full suite of features or selectively choose the tools you need at any given moment. Immediately upon the execution of a trade, Theorem guarantees precise post-trade processing by efficiently allocating trades and conducting matching with executing and clearing counterparties. Additionally, Theorem synchronizes data, analytics, and insights from various brokers, accounts, and portfolios, empowering you with actionable intelligence while equipping stakeholders with sophisticated analytics and clear, comprehensible risk reports. By streamlining these processes, Theorem enhances decision-making capabilities across organizations.
API Access
Has API
API Access
Has API
Integrations
RASI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Adesso Solutions
Country
United States
Website
adessosolutions.com/tpm-solutions/
Vendor Details
Company Name
Theorem Technologies
Founded
2018
Country
United States
Website
www.theorem.io
Product Features
Logistics
3PL
Barcoding / RFID
CRM
Container Tracking
Cross Docking
Fleet Management
Inventory Management
Order Management
Purchasing
Scheduling
Shipping Management
Transportation Management
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management